Civic Intelligence

Planned Parenthood Hudson Peconic Inc.

990 • Fiscal year 2019 • EIN 11-2454790

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 15, 2020

570 Taxter Road Suite 250Elmsford, NY 10523

(914) 467-7300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.06x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • NTEE E • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

26th percentile

0.13x

Higher debt load relative to revenue than 26% of similar nonprofits.

2019 filings • NTEE E • $25M-$50M nonprofits • Source year 2019

Net Margin

35th percentile

-1.6%

Higher net margin than 35% of similar nonprofits.

2019 filings • NTEE E • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$426,701

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • NTEE E • $25M-$50M nonprofits • Source year 2019

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2019 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-8.6%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • NTEE E • $25M-$50M nonprofits • Annualized from 2018 to 2019

Assets

Up

$44,501,933

Up $4,229,552 (+11%) from 2018

Net Assets

Up

$41,776,996

Up $3,903,341 (+10%) from 2018

Liabilities

Up

$2,724,937

Up $326,211 (+14%) from 2018

Revenue

Down

$20,836,754

Down $1,957,151 (-8.6%) from 2018

Expenses

Up

$21,170,900

Up $1,434,986 (+7.3%) from 2018

Net Income

Down

-$334,146

Down $3,392,137 (-111%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $25,625,702Liabilities 2010: $1,045,366Net Assets 2010: $24,580,3362010Assets 2011: $24,780,334Liabilities 2011: $1,285,551Net Assets 2011: $23,494,7832011Assets 2012: $25,980,377Liabilities 2012: $3,043,796Net Assets 2012: $22,936,5812012Assets 2013: $28,517,243Liabilities 2013: $3,230,962Net Assets 2013: $25,286,2812013Assets 2014: $28,801,133Liabilities 2014: $1,395,896Net Assets 2014: $27,405,2372014Assets 2015: $29,419,579Liabilities 2015: $1,295,390Net Assets 2015: $28,124,1892015Assets 2016: $33,325,442Liabilities 2016: $2,290,286Net Assets 2016: $31,035,1562016Assets 2017: $39,004,410Liabilities 2017: $2,270,619Net Assets 2017: $36,733,7912017Assets 2018: $40,272,381Liabilities 2018: $2,398,726Net Assets 2018: $37,873,6552018Assets 2019: $44,501,933Liabilities 2019: $2,724,937Net Assets 2019: $41,776,9962019Assets 2020: $53,805,077Liabilities 2020: $5,791,118Net Assets 2020: $48,013,9592020Assets 2021: $57,145,650Liabilities 2021: $6,436,955Net Assets 2021: $50,708,6952021Assets 2022: $56,775,060Liabilities 2022: $10,571,717Net Assets 2022: $46,203,3432022Assets 2023: $60,716,165Liabilities 2023: $10,082,031Net Assets 2023: $50,634,1342023Assets 2024: $61,924,131Liabilities 2024: $11,635,623Net Assets 2024: $50,288,5082024

Highlighted filing

2019

Assets$44,501,933
Liabilities$2,724,937
Net Assets$41,776,996

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $16,473,7332010Expenses 2011: $17,449,9332011Expenses 2012: $16,866,8142012Revenue 2013: $18,366,751Expenses 2013: $17,822,940Net Income 2013: $543,8112013Revenue 2014: $18,089,611Expenses 2014: $16,872,500Net Income 2014: $1,217,1112014Revenue 2015: $20,051,472Expenses 2015: $18,693,471Net Income 2015: $1,358,0012015Revenue 2016: $20,830,390Expenses 2016: $18,935,544Net Income 2016: $1,894,8462016Revenue 2017: $22,149,478Expenses 2017: $19,024,777Net Income 2017: $3,124,7012017Revenue 2018: $22,793,905Expenses 2018: $19,735,914Net Income 2018: $3,057,9912018Revenue 2019: $20,836,754Expenses 2019: $21,170,900Net Income 2019: -$334,1462019Revenue 2020: $24,842,183Expenses 2020: $21,927,284Net Income 2020: $2,914,8992020Revenue 2021: $21,311,896Expenses 2021: $21,833,951Net Income 2021: -$522,0552021Revenue 2022: $24,674,642Expenses 2022: $21,100,597Net Income 2022: $3,574,0452022Revenue 2023: $23,762,971Expenses 2023: $23,355,210Net Income 2023: $407,7612023Revenue 2024: $23,481,859Expenses 2024: $26,617,551Net Income 2024: -$3,135,6922024

Highlighted filing

2019

Revenue$20,836,754
Expenses$21,170,900
Net Income-$334,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 15, 2020
Return Version
2019v5.1
Gross Receipts
$23,138,243
Mission and Program Overview

Mission

To empower individuals to determine their own sexual health & reproductive futures by operating centers that provide family planning & prenatal services, abortion services, health education, primary medical care, cancer detection & sexually transmitted infection testing & treatment.

To empower individuals to determine their own sexual health and reproductive futures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,074,245$29,260,291▲ $4,186,046
Land, Buildings, and Equipment, Net$5,680,981$8,352,570▲ $2,671,589
Cash and Non-Interest-Bearing Accounts$5,951,488$2,339,186▼ $3,612,302
Accounts Receivable$1,314,318$1,587,065▲ $272,747
Pledges and Grants Receivable$1,140,276$885,304▼ $254,972
Savings and Temporary Cash Investments$488,072$789,151▲ $301,079
Prepaid Expenses and Deferred Charges$310,334$380,899▲ $70,565
Inventories for Sale or Use$160,304$211,360▲ $51,056
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$40,272,381$44,501,933▲ $4,229,552
Other Assets Total$152,363$696,107▲ $543,744
Liabilities
Accounts Payable and Accrued Expenses$2,398,726$2,724,937▲ $326,211
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$2,398,726$2,724,937▲ $326,211
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$35,954,913$40,613,168▲ $4,658,255
Net Assets With Donor Restrictions$1,918,742$1,163,828▼ $754,914
Total Net Assets Fund Balance$37,873,655$41,776,996▲ $3,903,341
Total Liabilities and Net Assets / Fund Balance$40,272,381$44,501,933▲ $4,229,552

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,921,048$5,786,615$10,707,663
Equipment$927,019$2,490,044$3,417,063
Leasehold Improvements$606,133$1,480,335$2,086,468
Other Land Buildings$1,453,370$187,238$1,640,608
Land$445,000-$445,000

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$288,243-▲ $24,170$7,170$303,827
2018$288,243-▲ $9,157$7,618$288,243
2017$264,179-▲ $32,654$7,025$288,243
2016$260,434-▲ $10,621$5,316$264,179
2015$279,514-▼ $10,555$6,857$260,434
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vincent RussellPresident and CEOFT$299,432$127,269$426,701
Trisha BeckChief Operating OfficerFT$193,928$49,608$243,536
Meera J ShahChief Medical OfficerFT$214,736$22,329$237,065
Susan C HeverVP, Hr & ComplianceFT$154,416$32,724$187,140
Martin J McnicholasVP, It & Facilities InfrastrucFT$122,424$52,221$174,645
Kathryn CousinsChief Development OfficerFT$144,886$29,142$174,028
Susan a MerguerianClinicianFT$142,553$28,876$171,429
Domingo Rivera LakeClinicianFT$146,782$14,743$161,525

Board Members and Trustees

NameTitle
Wendy GardnerChair
Elisa E BurnsCo-vice Chair
Joan S RosenCo-vice Chair
Marianne L MuiseInterim Chief Financial Office
Ann PogueMember, Bod
Arthur J FriedMember, Bod
Jeffrey a HastieMember, Bod
Jill C ScheuerMember, Bod
Johanna Alter WilsonMember, Bod
Judith D WidmannMember, Bod
Lily CushenberyMember, Bod
Linda a GoldsteinMember, Bod
Maria Goreth FidalgoMember, Bod
Melissa CatesMember, Bod
Pearl D Lim MdMember, Bod
Rev Dr Gawain De LeeMember, Bod
Sean NataroMember, Bod
Susan Ramos ChatzkyMember, Bod
Meg CameronSecretary
Eileen Cheigh NakamuraTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Prime Tri States LLCConstruction Service200 BUSINESS PARK DR STE 205, Armonk, NY 10504$1,201,637
Tc2 Construction Consulting INCConstruction ServicePO BOX 488, Northport, NY 11768$1,041,263
Lynbrook Anesthesia Service PCNurse Anestetist450 MAMARONECK AVE STE 201, Harrison, NY 10528$415,334
Revele Medical BillingBilling ServicesPO BOX 88974, Milwaukee, WI 53288$389,953
Tegrete CorporationFacility Maintenance4111 MACKENZIE COURT NE STE 100, St Michael, MN 55376$364,086
Revenue and Support

Revenue Composition

Contributions and Grants
$7,383,457
Program Service Revenue
$12,527,262
Investment Income
$707,079
Other Revenue
$218,956
All Other Contributions
$2,489,425
Change in Net Assets
$-334,146

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded18$107,650Fair Market Value (FMV)
Total Noncash Contributions18$107,650-

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,835,079
Revenue Not Reported on Financial Statements
$1,675
Revenue Not Reported on Form 990
$4,350,127
Total Revenue per Audited Statements
$25,185,206
Total Revenue per Form 990
$20,836,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,470,879
Other Expenses$8,350,383
Grants and Similar Amounts Paid$1,349,638
Total Fundraising Expense$862,956
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,065,273$805,990$486,412$8,357,675
Fees for Services Other$1,329,580$357,832$71,976$1,759,388
Occupancy$1,565,617--$1,565,617
Grants to Domestic Orgs$1,349,638--$1,349,638
Office Expenses$988,302$188,279$123,652$1,300,233
Other Employee Benefits$843,677$157,897$55,382$1,056,956
Current Officers, Directors, Trustees, and Key Employees$326,629$580,673-$907,302
Payroll Taxes$557,801$125,550$35,743$719,094
Depreciation Depletion$658,227$48,150$3,205$709,582
Pension Plan Contributions$351,633$54,677$23,542$429,852
Insurance$316,571--$316,571
Travel$111,556$24,055$15,302$150,913
Other Expenses$95,771$3,928$15,447$115,146
Fees for Services Legal$62,891$38,984-$101,875
Fees for Services Accounting-$60,775-$60,775
Conferences and Meetings$20,361$4,352$28,409$53,122
Advertising$36,452$1,345$3,886$41,683
Fees for Services Lobbying-$23,535-$23,535
Fees for Service Investment Mgmnt Fees-$1,675-$1,675
Total Functional Expenses$17,830,247$2,477,697$862,956$21,170,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,212,346
Total Expenses per Form 990$21,170,900
Expenses per Audited Statements$21,069,587
Expenses Not Reported on Form 990$142,759
Expenses Not Reported on Financial Statements$101,313
Other Expense Adjustments$99,638
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Catalyst Health Network IncHouston, TX501(c)(3)Fund Start-up Costs$1,250,000
P Parenthood Hudson Peconic Action FundElmsford, NY501(c)(4)Support Educational Activities$99,638
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$83,403
Fundraising Gross Income$72,753
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Empower Gala$539,629$40,180$9,553$30,627
East End Benefi$233,119$18,000$2,641$15,359
Total Events$889,739$72,753$83,403$-10,650
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Marianne L MuiseOWNS MORE THAN 35% OF HMSManagement ServicesNo$334,282

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

form 990, part VI, section A, line 1

the executive committee of the board of directors consists of key officers and other board members empowered to act on behalf of the full board if and when necessary, generally when a pressing matter must be resolved and the timing does not allow for the convening of the full board.

Form 990, Part VI, Section B, Line 11B

The form 990 was reviewed first by the audit and compliance committee of the board of directors, along with a partner of our independent auditing firm. Once approved and finalized, the return was made available to all board members, via secure internet site, for their review and comment prior to filing.

Form 990, Part VI, Section B, Line 12C

On an annual basis, all board members and key employees are required to review the organization's conflict of interest policy, and to disclose any conflicts, to the audit and compliance committee. The committee then decides if the reported items warrant further action. If there is a conflict, the individual must recuse him/herself from any related discussions and decisions.

Form 990, Part VI, Section B, Line 15A

On an annual basis, the president and ceo compensation is reviewed and approved by the executive committee of the board of directors. Once the president/ceo performance evaluation has been conducted by the entire board, the committee recommends the president and ceo compensation based on the evaluation and a market-based compensation analysis. This process is documented in the minutes of the executive committee, and the final terms of compensation are communicated to the president and ceo in a letter from the board chair. Pphp uses a compensation program calculator to determine the fair market base pay compensation for every job. This program provides the fair and equitable method of compensation and is reviewed annually by human resources staff or by outside consultants to ascertain if any jobs require adjustments to bring them to fair market rates. This was last performed in 2018.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and audited financial statements are available to the public upon request.

form 990, part VII, section A

the organization hired healthcare management solutions, llc (hms) to provide an interim chief financial officer. hms provided marianne l. muise, a principal of hms, to provide these services. no compensation is being reported on part vii, as the 1099-misc in the amount of 334,282 was issued to hms, not marianne l. muise, for services provided during the 2019 reporting period.

Filing and Contact Details

Filer

Filer Name
Planned Parenthood Hudson Peconic Inc
EIN
11-2454790
In Care Of
% KRISTEN ZEBROWSKI
Phone
9144677300
Address
570 Taxter Road Suite 250, Elmsford, NY 10523

Signing Officer

Name
Kristen Zebrowski
Title
Interim VP of Financ
Phone
9144677300
Signed
2020-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Russell
Formed
1978
Legal Domicile
Ny
Voting Board Members
19
Independent Board Members
19
Employees
203
Volunteers
150

Preparer

Firm
Bkd Llp
Address
1155 Avenue of the Americas 1200, New York, NY 10036
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

form 990, part XI, line 9

Change in value of beneficial interest: $68,986

Form 990, Part XII, Line 2C

This process has not changed from the prior year.

Financial Statement Notes

Schedule D, Part V, Line 4

The endowment funds were established to support activities of the organization based on the donor restrictions.

Part XI, Line 2D

REVENUES of Related Entity: $112,640 CHANGES IN BENEFICIAL INTEREST: 68,986

PART XII, Line 2D

Expenses of related entity: $142,759

PART XII, LINE 4B

elimination of intercompany transactions: $99,638

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.9$11.6$50.3$23.5$26.6$3.14
2023Detailed filing. Detailed filing data is available for this year.$60.7$10.1$50.6$23.8$23.4$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$10.6$46.2$24.7$21.1$3.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.1$6.44$50.7$21.3$21.8$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.8$5.79$48.0$24.8$21.9$2.91
2019Detailed filing. Detailed filing data is available for this year.$44.5$2.72$41.8$20.8$21.2$0.33
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$2.40$37.9$22.8$19.7$3.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.0$2.27$36.7$22.1$19.0$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$2.29$31.0$20.8$18.9$1.89
2015Detailed filing. Detailed filing data is available for this year.$29.4$1.30$28.1$20.1$18.7$1.36
2014Detailed filing. Detailed filing data is available for this year.$28.8$1.40$27.4$18.1$16.9$1.22
2013Detailed filing. Detailed filing data is available for this year.$28.5$3.23$25.3$18.4$17.8$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$3.04$22.9$16.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$1.29$23.5$17.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$1.05$24.6$16.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $25M-$50M nonprofits